Adam Capital is a registered investment advisor offering personalized investment advice. Adam Capital offers both discretionary and non-discretionary portfolio management services. Adam Capital primarily uses equity securities, exchange traded funds and investment company securities in its portfolio management programs. Adam Capital also offers investment advisory services to private investment funds.
Assets Under Management$980K
Clients2
Advisors1
Avg. per Client$490K
Avg. per Advisor$980K
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.0M | 1.20% |
| $1.0M - $10.0M | 1.10% |
| $10M+ | 1.00% |
Performance fees are charged only when the portfolio rises above “high water mark”. In normal circumstances, performance fees are calculated annually as below: 20% above (CPI+3 hurdle rate). Portfolio management fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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